Over the last five years, Coho Capital has increased at 20.2% per year compared to 14.7% for the S&P 500. They utilize the S&P 500 Index as a comparison because it is the most difficult index to beat over time.Given their global mandate to seek value, they utilize the MSCI ACWI Index as another way to assess performance. Relative to the MSCI, Coho Capital has returned an extra 10.6% per year, resulting in aggregate outperformance of 92.5% over the past five years.
This newsletter is on Why they own Alibaba, Facebook , Google ( Alphabet), visa and S&P Global (rating business).
There is a treasure of information on these companies in this newsletter CohoCapital2016AnnualLetter
Thank you very much for sharing. But how do I as an Indian resident invest in Coho capital? Or companies like Alibaba or Alphabet?
yes you can under LRS scheme where you can open an account with a broker which deals with ffshore listed instruments